SEC Form 13F

THIRD AVENUE MANAGEMENT LLC 13F Holdings

Inspect THIRD AVENUE MANAGEMENT LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-13T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-13
Reported value
$625,342,170
Positions
55

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Step 1 of 3

Disclosed positions

THIRD AVENUE MANAGEMENT LLC: source evidence dated 2026-08-13T03:59:59.999Z.

Issuer
Tidewater Inc
Ticker
TDW
Class
COM
Reported value
$62,240,482
Reported amount
934,121
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001099281-26-000008
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Step 3 of 3

Browse institutional filings

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Disclosed positions

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Tidewater IncTDWCOM$62,240,482934,121SHNone
Boise Cascade CoBCCCOM$46,739,936602,086SHNone
Valaris LtdVALCOM$37,484,324516,313SHNone
Robert Half IncRHICOM$37,095,9151,208,336SHNone
Harley-Davidson IncHOGCOM$36,222,3251,480,880SHNone
Warrior Met Coal IncHCCCOM$23,162,902285,398SHNone
Five Point Holdings LLCFPHCOM$19,478,7373,696,155SHNone
CBRE Group IncCBRECOM$18,303,832135,896SHNone
Brookfield CorpBNCOM$16,820,026394,929SHNone
U-Haul Holding CoUHAL.BCOM$16,379,414283,872SHNone
Prologis IncPLDCOM$14,200,372104,823SHNone
Lennar CorpLEN.BCOM$13,276,161149,658SHNone
PulteGroup IncPHMCOM$13,050,18095,111SHNone
Encore Capital Group IncECPGCOM$12,101,299129,717SHNone
DR Horton IncDHICOM$11,272,11069,205SHNone
UMB Financial CorpUMBFCOM$11,170,25678,245SHNone
Sun Communities IncSUICOM$10,966,24991,454SHNone
Rogers CorpROGCOM$10,083,14861,584SHNone
Jones Lang LaSalle IncJLLCOM$9,934,82732,053SHNone
Fidelity National Financial InFNFCOM$9,107,492193,119SHNone
Champion Homes IncSKYCOM$8,862,757100,576SHNone
FirstService CorpFSVCOM$8,803,85761,951SHNone
American Homes 4 RentAMHCOM$8,784,184262,058SHNone
Octave Specialty Group IncOSGCOM$8,373,3251,341,879SHNone
Brookdale Senior Living IncBKDCOM$7,961,750494,826SHNone
Prosperity Bancshares IncPBCOM$7,461,329102,168SHNone
ICF International IncICFICOM$7,205,34498,893SHNone
Supernus Pharmaceuticals IncSUPNCOM$7,103,193152,724SHNone
Alamo Group IncALGCOM$6,952,17042,265SHNone
Collegium Pharmaceutical IncCOLLCOM$6,611,749182,645SHNone
Catalyst Pharmaceuticals IncCPRXCOM$6,605,360210,161SHNone
MYR Group IncMYRGCOM$6,538,22613,066SHNone
Atlanta Braves Holdings IncBATRACOM$6,299,963111,880SHNone
Taylor Morrison Home CorpUnresolvedCOM$6,165,40785,941SHNone
Investors Title CoITICCOM$5,991,95021,894SHNone
PBF Energy IncPBFCOM$5,965,396131,050SHNone
WESCO International IncWCCCOM$5,859,52916,963SHNone
Kaiser Aluminum CorpKALUCOM$5,839,16429,848SHNone
UniFirst Corp/MAUNFCOM$5,501,29720,802SHNone
Qualys IncQLYSCOM$5,378,60939,120SHNone
Central Securities CorpCETCOM$5,340,039101,812SHNone
Flagstar Bank NAFLGCOM$4,948,741331,241SHNone
SandRidge Energy IncSDCOM$4,830,045352,558SHNone
OceanFirst Financial CorpOCFCCOM$4,817,309246,662SHNone
First Industrial Realty TrustFRCOM$4,751,40277,498SHNone
LSB Industries IncLXUCOM$4,119,648381,096SHNone
Southside Bancshares IncSBSICOM$4,112,972116,879SHNone
BlueLinx Holdings IncBXCCOM$3,983,15464,369SHNone
Maximus IncMMSCOM$3,982,81074,085SHNone
Hongkong Land Holdings LtdUnresolvedCOM$3,918,136550,300SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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